Technical Advisor Templates

Technical Advisor Templates

There is a huge number of templates that someone in the Technical Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Technical Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Performance Report
2. Customer Feedback Analysis
3. Training Schedule
4. Knowledge Base Update
5. Incident Report
6. Service Level Agreement
7. Customer Satisfaction Survey
8. Product Troubleshooting Guide
9. Team Meeting Agenda
10. Customer Onboarding Checklist

Reports

Reports are often prepared by a Technical Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Customer Satisfaction Report
2. Service Level Agreement Compliance Report
3. Average Handling Time Report
4. First Call Resolution Rate Report
5. Customer Escalation Report
6. Agent Performance Report
7. Call Volume Report
8. Customer Feedback Report
9. Quality Assurance Audit Report
10. Training Needs Assessment Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Technical Advisor does and how they do it.

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Presentations

Technical Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Customer Satisfaction Analysis
3. Training and Development Plan
4. Service Improvement Proposal
5. Technical Troubleshooting Guide

Legal Docs

There are several key times when a Technical Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Level Agreement (SLA)
3. Customer Complaint Form
4. Customer Satisfaction Survey
5. Terms and Conditions Agreement

Health & Safety Templates

Health & Safety templates for a Technical Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template

Calendars

Setting up Technical Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Training Calendar
2. Customer Support Calendar
3. Team Meeting Calendar
4. Project Deadline Calendar
5. Performance Evaluation Calendar

Invoice Templates

Several types of Technical Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Service Invoice
2. Equipment Repair Invoice
3. Training and Consultation Invoice
4. Software Installation Invoice
5. Onsite Support Invoice

Survey Templates

For a Technical Advisor to get insights related to the work they do, they need to send out Technical Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Quality Survey
4. Customer Support Experience Survey
5. Technical Issue Resolution Survey

Meeting Agendas

Having premade Technical Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Performance Review
2. Customer Feedback Analysis Meeting
3. Product Development Brainstorming Session
4. Training and Skill Enhancement Workshop
5. Quarterly Business Strategy Review

Budget Templates

To manage finances well, a Technical Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Financial Summary Template

Dashboards

Dashboards are a useful way for a Technical Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Customer Satisfaction Dashboard
2. Call Volume Dashboard
3. Average Handling Time Dashboard
4. First Call Resolution Dashboard
5. Agent Performance Dashboard

Proposal Templates

For bidding or requesting work, a Technical Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Customer Satisfaction Survey Proposal
2. Customer Service Training Program Proposal
3. Service Improvement Plan Proposal
4. Customer Feedback Analysis Proposal
5. Customer Service Performance Evaluation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Technical Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.